Menu Updates & Ongoing Maintenence: Items, Modifiers Modifier Groups
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Step 1: Go to Upserve dashboard → Select “Menus”
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Step 2: Select “Items” to view the entire list of menu items.
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Step 3: Select the menu item(s) for which, you would like to update the image. You will be directed to a new window (shown below) wherein, you need to scroll down under the Additional Options field to access the “Online Menu Image” icon that can be used to update the image of the menu item. You can easily add the image available within your computer by selecting the “Select an Image” button.
Note: You can also add the images from the curated image library by selecting the “Browse Library” button. Images can also be deleted by selecting the “Remove Image” button.
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Step 4: Select the “Save” button to reflect the incorporated changes for that specific menu item.
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How to Mark an Item “Out of Stock”
Note: This needs to be managed from the ItsaCheckmate Portal.
Log in to the ItsaCheckmate Portal > Click on Menu Management > Search Item to mark > Toggle the Available button on item (default is 1 day) > Click on Push to Ordering Platform
Click on dropdown to display other sold-out options (up to 7 days or Indefinite)
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How to Delete/ Remove an Item
Note: Items are archived not deleted
Click on Menus > Click on Items > Search & Select item
Scroll down to Additional Options Section > Click on Status dropdown > Select Archived > Click Save
How to Sort/Arrange Item Categories & Items
Note: This needs to be managed from the ItsaCheckmate Portal.
Log in to ItsaCheckmate Portal > Click on Menu Management on homepage > Click on Sort Menu
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How to Sort/ Arrange Modifier Groups
Note: This needs to be managed from the ItsaCheckmate Portal.
Log in to ItsaCheckmate Portal > Click on Menu Management > Click onItem > Click on Sort Modifier Groups > Drag and drop Item to desired place > Click Save
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How to Remove/ Delete Modifier
Note: On Upserve, we cannot delete the modifier however we can archive it
Click on Menus > Click on Modifiers > Search & Select Modifier
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How to Remove/ Delete Modifier Group
Note: Modifier groups are archived not deleted
Click on Menus >Click on Modifier Groups > Search & Select Modifier Group
Scroll down to the Options section > Change status field to Archived > Click Save
How to Edit the Min/ Max Option for the Modifier Group
Note: Max count cannot be “0” on POS and must be greater than “0”
Click on Menus > Click on Modifier Groups >Search & Select Modifier Group
Edit the Min/ Max field > Click Save
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How to Add/Edit Menu Hours
Note: This needs to be managed from the ItsaCheckmate Portal.
Log in to ItsaCheckmate Portal > Click on Hours > Click on Regular Hours > Click on Edit
Update the hours as needed > Click Save > Click Push to Ordering Platform
How to Set Special/Holiday Hours
NOTE: Special/ Holiday hours must be set directly from the ItsaCheckmate Portal
Click on Hours > Click on Special/ Holiday Hours > Click on Edit > Update the hours as needed > Click Save > Click Push to Ordering Platform
How to Set Kitchen Prep Time
NOTE: Kitchen Prep time hours are currently supported by DoorDash ONLY and must be set directly from the ItsaCheckmate Portal.
Click on Hours > Click on Kitchen Prep Time> Click on Edit > Update the hours as needed > Click Save > Click Push to Ordering Platform
How to Set Time Specific Kitchen Prep Times
NOTE: If you have integrated Ordering Platforms that allow for time-specific prep time, you will have the option to uncheck the “use default prep times” button which will expand the days of the week.
Click on Hours > Click on Kitchen Prep Time > Click on Edit > Uncheck Use Default Prep Time
Set Day Prep Time for each day of the week as you like > To set Prep Time based on time of day, check By Time Period:
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How to Mark the Location or Order Platform Online/ Offline
NOTE: To mark the location online/offline, this process must be completed in the ItsaCheckmate Portal.
Click on Menu Management:
To mark Location online/ offline > Toggle the Online button next to the Location Status
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Otherwise, our system will automatically sync with the POS EVERY HOUR and push to the ordering platforms at that time.
